Vaughan David Investments’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Buy |
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|
2025
Q1 | $604K | Sell |
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|
2024
Q4 | $631K | Sell |
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|
2024
Q3 | $750K | Hold |
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|
2024
Q2 | $675K | Sell |
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|
2024
Q1 | $718K | Hold |
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|
2023
Q4 | $650K | Sell |
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|
2023
Q3 | $619K | Sell |
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|
2023
Q2 | $900K | Sell |
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|
2023
Q1 | $899K | Hold |
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|
2022
Q4 | $872K | Buy |
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|
2022
Q3 | $659K | Hold |
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|
2022
Q2 | $695K | Hold |
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|
2022
Q1 | $819K | Hold |
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|
2021
Q4 | $841K | Buy |
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|
2021
Q3 | $776K | Buy |
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|
2021
Q2 | $811K | Hold |
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|
2021
Q1 | $780K | Sell |
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|
2020
Q4 | $804K | Hold |
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|
2020
Q3 | $699K | Hold |
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|
2020
Q2 | $624K | Sell |
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|
2020
Q1 | $575K | Sell |
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|
2019
Q4 | $835K | Hold |
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|
2019
Q3 | $795K | Hold |
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|
2019
Q2 | $793K | Sell |
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|
2019
Q1 | $829K | Sell |
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|
2018
Q4 | $728K | Buy |
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|
2018
Q3 | $764K | Sell |
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|
2018
Q2 | $699K | Buy |
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|
2018
Q1 | $724K | Sell |
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|
2017
Q4 | $798K | Hold |
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|
2017
Q3 | $749K | Sell |
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|
2017
Q2 | $772K | Buy |
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|
2017
Q1 | $600K | Hold |
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|
2016
Q4 | $574K | Sell |
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|
2016
Q3 | $568K | Hold |
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|
2016
Q2 | $545K | Sell |
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|
2016
Q1 | $595K | Sell |
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|
2015
Q4 | $632K | Buy |
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|
2015
Q3 | $560K | Hold |
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|
2015
Q2 | $607K | Hold |
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|
2015
Q1 | $626K | Buy |
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|
2014
Q4 | $634K | Hold |
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|
2014
Q3 | $595K | Hold |
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|
2014
Q2 | $606K | Hold |
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|
2014
Q1 | $586K | Hold |
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|
2013
Q4 | $585K | Hold |
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|
2013
Q3 | $520K | Sell |
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|
2013
Q2 | $520K | Buy |
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